ETNA Financial Advisor Software logo

Description

ETNA Digital Advisor is a comprehensive, cloud-based investment management platform designed for fund managers, registered investment advisors (RIAs), and financial institutions. This white-label solution allows organizations to brand the appl...

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Use Cases

Key Features

  • Financial Analysis
  • For Investment Advisors
  • Client Portal
  • Client Management
  • For Traders
  • Alerts/Notifications

Made For

Industries

  • Financial Services
  • Investment Management
  • Wealth Management
  • Hedge Funds

Customer Segments

  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • White-label customization allows for strong brand alignment
  • Comprehensive feature set covers the entire investment lifecycle
  • Integration with key third-party systems enhances efficiency

Cons

  • Potential complexity for smaller firms with limited IT resources
  • Reliance on third-party integrations could introduce dependencies
Year Founded
2005
HQ Location
New York, USA
LinkedIn
51-200 employees
@ETNAFinancial
1K-5K followers

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Frequently Asked Questions